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Brexit’s Challenge for Europe

It is human nature to reduce the complexity of reality to simple rules, simple foci and simple decision points. In this, Brexit is no different. Since this whole act of…
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Currency Returns to the Fore

Global tensions means exchange rates will again become a key mover of investor relations. As 2019 dawns, investors find themselves fretting about the calendar of uncertainty in the year ahead.…
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The Deal: Shepherding Towards a Post-Brexit Britain

The past decade has not been kind to local authorities. It began with a financial crisis before ending up with even more uncertainty as we imagine what Britain post-Brexit might…
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Emerging Tensions

Amid all the talk of deglobalisation, certain tenets of the world remain fixed in our minds. Key among these assumptions is the status of the dollar as the global reserve…
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Central Banks, the Age of Populism and Local Authority Investors

Bob Swarup analyses how politics is impacting the role of central bankers and the knock-on effects for local authority investors and their balance sheets. Investing after the age of omniscience.…
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Populism is far from Dead

Few words are as visceral, and yet as ill-defined, as populism. It has become a catch-all phrase for the sense of malaise sweeping the world. A recalcitrant anger that has…
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